See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,121 | $99,020-86.7% | $86,590-84.8% | $147,584-91.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.76% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,916 | $3,132+25.0% | $2,839+37.9% | $4,876-19.7% |
| Participant deferral / active EE | $5,483 | $3,972+38.0% | $3,609+51.9% | $5,439+0.8% |
| Admin fee / account holder | $124 | $5,710-97.8% | $4,906-97.5% | $10,885-98.9% |